
HubSpot Onboarding
Experienced HubSpot consultants and cloud engineers with a track record of successfully implementing and managing HubSpot onboarding programs for over 100 clients are here to support your company's successful adoption and operation of HubSpot.
Our onboarding services are tailored to your specific business needs, combining the expertise and know-how of HubSpot's global standard onboarding with the performance-driven experience of our team.
What is a HubSpot onboarding?
HubSpot onboarding provides friendly guidance from basic usage of the product to advanced features. Additionally, it helps users understand and utilize HubSpot's functionality correctly.
Why do I need HubSpot onboarding?
HubSpot is an incredibly powerful marketing automation platform that offers a wide range of features and tools. However, in order to fully utilize these capabilities and achieve maximum results, onboarding is essential. Through HubSpot onboarding, you can become an expert in the product and realize more effective marketing strategies.
Therefore, if you have purchased HubSpot, it is highly recommended that you undergo HubSpot onboarding.
How much does HubSpot onboarding cost?
The onboarding pricing for HubSpot varies for each product.
- Marketing Hub : US$4000/4 weeks
- Sales Hub : US$2000/2 weeks
- Service Hub : US$2000/2 weeks
- CMS Hub : US$4000/4 weeks
When onboarding multiple products, we offer additional discounts.
HubSpot Onboarding in detail
Item | Details |
Setup | Account creation, User creation, Security setup, email integration |
Customizing | Segment, Marketing emails, and Blog customization |
Data customizing | Contact, Company property creation |
Reporting & Dashboard | Reporting, dashboard creation |
Workflow | Workflow creation |
Integration | Connect with marketplace Apps. |
Training | User training 8 hours |
- Periods: 4 weeks
- Medium: Zoom/ Teams
- Required CSM hours: 64 hours
Item | Details |
Setup | Account & user creation, security setup, email integration, quote setup |
Customizing | Pipeline customization, Deal stage creation |
Data customizing | Contact, Company, Deal property creation |
Reporting & Dashboard | Sales reporting, dashboard creation |
Workflow | Sequence, scenario creation |
Integration | Connect with marketplace Apps. |
Training | User training 8 hours |
- Periods: 2 weeks
- Medium: Zoom/ Teams
- Required CSM hours: 32 hours
Item | Details |
Setup | Account & user creation, security setup, email integration, chat setup |
Customizing | Knowledge base customization |
Data customizing | Contact, Company, ticket property creation |
Reporting & Dashboard | Sales reporting, dashboard creation |
Automation | Ticket pipeline, feedback workflow |
Integration | Connect with marketplace Apps. |
Training | User training 8 hours |
- Periods: 2 weeks
- Medium: Zoom/ Teams
- Required CSM hours: 32 hours
Item | Details |
Setup | Account & user creation, security setup, email integration |
Customizing | Segment, marketing emails, SNS & blog customizing |
SEO | Keyword cluster, search engine registration (search console) |
Reporting & Dashboard | Page & content reporting, dashboard creation |
Theme setup | Website theme setup (theme needs to be purchased separately) |
Integration | Connect with marketplace Apps. |
Training | User training 8 hours |
- Periods: 4 weeks
- Medium: Zoom/ Teams
- Required CSM hours: 64 hours
Are you struggling with migrating existing data or an existing website?
If you find yourself in any of the situations mentioned below, Perfomas can provide the perfect solution for you. Feel free to reach out and inquire.
Going beyond just onboarding to create the optimal environment for your company.

Marketing Process Innovation Consulting
Supporting Organizational Capability Enhancement by Business-Technology Consultants
- Marketing Process Innovation: SMARKETING Workshops, Sales-Marketing Alignment
- Sales Process Innovation: Sales Pipeline Design, SLA Guidelines, Sales Playbook
- Frontend Digital Transformation: Collaborative Process Design between Sales, Marketing, and Customer Service, Collaboration Workflow Automation
- Agile Marketing Methodology: Agile Marketing Strategy Development, Methodology Coaching, Introduction of Agile Marketing Tools and HubSpot Integration
- Digital Capability Enhancement Education: Onsite/Online Customized Marketing Education

CRM custom integration
Support for integrating between existing systems and HubSpot CRM by IT consultants and API engineers.
- ERP-CRM integration (Oracle, SAP, and others): PI consulting, implementation, change management, maintenance
- Salesforce, Zoho, and other CRM integration: Custom data property two-way integration
- KakaoTalk-CRM integration: Bulk personalized messaging, record of KakaoTalk transmissions, individual management
- Zendesk-CRM integration: Recording of customer information CRM integration, automation of revenue/complaint customer marketing
- E-commerce-CRM integration: Shopify, Magento, Big Commerce, Cafe24 shopping behavior-based automation.
HubSpot onboarding consultation
HubSpot Certificate
Performars team capabilities are officially certified by HubSpot